Advisory & Professional Investment Management

Services

  • Retirement and Estate Planning
  • Fee-based Accounts
  • Investment Trusts
  • Charitable Giving

Retirement and Tax Deferral Plans

  • Registered Retirement Savings Plans (RRSPs)
  • Locked-In Retirement Savings Plans (LRSPs)
  • Registered Education Savings Plans (RESPs)
  • Registered Retirement Income Funds (RRIFs)
  • Life Income Fund (LIFs)
  • Tax Free Savings Plan (TFSAs)

Investments for Income

  • Treasury Bills, Money Markets and GICs
  • Provincial Savings Bonds
  • Government, Corporate Bonds, and Strip Bonds
  • Preferred shares
  • Income Trusts
  • Commercial Paper
  • Banker’s Acceptance Notes
  • Real Estate Investment Trusts (REITs)
  • Investments for Growth

Canadian and International Equities

  • Common Stocks
  • Bonds and Warrants
  • Preferred Shares
  • Equity Options (Calls / Puts)
  • Convertible Debentures
  • New Issues (IPOs)
  • Mutual Funds
  • Equity Linked Notes
  • International Investments Options

Managed Products

  • Access to Fully Managed Accounts
  • Access to Wrap Accounts

Life Insurance and Insurance Products

  • Life, Accident & Sickness
  • Term insurance
  • Annuities
  • Segregated Funds

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